TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Tuesday, April 30

Tuesday, April 30, 2024 - 5:53pm

The selling began as I recorded yesterday's podcast and has continued through the recording of today's podcast. When was the last time CDG and CDS traded straight UP at a 45-degree angle for 24+ hours?

Actually, that's a trick question. It has never happened and very likely never will...

TFMR Podcast - Monday, April 29

Monday, April 29, 2024 - 3:01pm

Our daily podcast has been recorded and posted a little earlier than usual today so that I can tend to a few items out of the office. But that's OK. It has been a pretty quiet day, anyway.

So let's dive in. After a brief summary of the day's events, a mention of just this one link:...

TFMR Podcast - Friday, April 26

Friday, April 26, 2024 - 1:45pm

My schedule dictated that your weekly summary podcast be recorded a little earlier than usual today so here you go. Please be sure to check back later this evening or over the weekend, too, for a discussion of your latest CoTs.

For today, just a recap based upon where things stand as I...

TFMR Podcast - Thursday, April 25

Thursday, April 25, 2024 - 5:01pm

What an interesting day we had today with copper and the mining shares outperforming the Comex PMs...which were dealing with Comex option expiration issues. So where does that leave us for tomorrow and the end of the week? Let's talk about it.

For today, the usual summary and then a...

TFMR Podcast - Wednesday, April 24

Wednesday, April 24, 2024 - 2:22pm

Here's an earlier-than-usual podcast after a more-boring-than-usual day. Why? Do I have something fun to go do? Heck no. I'm off to the friggin dentist. Ugh.

In the end, it's the perfect day for a trip to the dentist as sitting around here watching the pre-option expiration trading is...

TFMR Podcast - Tuesday, April 23

Tuesday, April 23, 2024 - 5:32pm

After a 36-hour selloff, the Comex digital metals bounced back nicely today from their overnight lows. So what's next? Well, in the short term, you'd better keep in mind that Comex option expiration day is Thursday. As such, let's take some time today to discuss how that event looms over the...

TFMR Podcast - Monday, April 22

Monday, April 22, 2024 - 5:18pm

The inevitable pullback appeared today....actually, it appeared yesterday right at the Globex reopen...and it looks to continue for a while as we move to and through Comex option expiration on Thursday. This comes as welcome news for anyone looking for an entry point and today we discuss why I...

TFMR Podcast - Friday, April 19

Friday, April 19, 2024 - 5:25pm

It was a crazy, wild week but, through it all, both Comex digital precious metals managed to paint pretty little green candles onto their weekly charts. Not only that, Comex and spot silver both posted their highest weekly closes since March of 2013! That's a long time wandering in the desert...

TFMR Podcast - Thursday, April 18

Thursday, April 18, 2024 - 5:21pm

The price management into NYSE option expiration was on full display today and why the rush? Because no one can be certain of how the markets will trade tomorrow ahead of another weekend where MENA headlines might dominate.

So we had a lot to discuss today and, once again, we ran a...

Midweek Conversation - Alasdair Macleod

Wednesday, April 17, 2024 - 3:00pm

Our old friend Alasdair Macleod stops by today to share his thoughts on the gold price and why it has continued higher after breaking out in late February. It seems everyone is searching for answers these days and it was great to hear what Alasdair believes is behind the move.